Winter Federal Tax Summit with Ron Roberson
Live Virtual Seminar
16.00 Credits
Member Price $505.00
Price will increase by $50 on 11/17
Non-Member Price $615.00
Price will increase by $50 on 11/17
Overview
Prepare for tax season with greater confidence by getting up to speed on the latest changes affecting individual and business clients. Learn how new tax laws, IRS guidance, rulings and court decisions apply to real-world returns; identify planning opportunities and potential compliance pitfalls; and work through common issues involving Form 1040, corporations, S corporations and partnerships. With up-to-the minute updates, gain guidance to answer client questions, reduce preparation errors, recognize tax-saving opportunities and handle challenging returns more efficiently.
Note: Individual update will be presented on day one; business update will be presented on day two.
Highlights
- Latest modifications from Congress affecting individual taxpayers
- Relevant IRS Notices, announcements, rulings and court cases
- Changes affecting expiring federal tax provisions
- Income and deduction issues
- IRAs, retirement distributions and penalties
- Passive activities and other unusual items
- Common Form 1040 issues
- Latest C corporation, S corporation and LLC tax changes
- Latest tax law changes affecting business clients
- Differences among business entity types
- Characteristics, advantages and disadvantages of LLCs
- Characteristics and tax implications of S corporations
- Latest modifications from Congress
- Relevant IRS Notices, announcements, rulings and court cases affecting corporations, S corporations and entities taxed as partnerships
- Common compliance issues encountered and practical, hands-on tools for the upcoming tax season
Prerequisites
At least one tax season.
Designed For
CPAs and other business professionals.
Objectives
- Identify recent tax law changes affecting individual and business clients.
- Apply current IRS guidance, rulings and court decisions to common tax situations.
- Recognize tax-planning opportunities and potential compliance issues.
- Explain key tax issues affecting Form 1040, corporations, S corporations and partnerships.
- Identify strategies to reduce preparation errors and address challenging tax returns.
Preparation
None.
Notice
- This seminar has been approved for IRS CE credit. To receive IRS CE credit, you must complete the IRS CE Credit Request Form within 30 days of the seminar.
Leader(s):
Leader Bios
Ron Roberson, CPA
For more than 20 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Sonora, CA. Ron actively participates in his firm today, applying his practical experiences in the classroom to bring his tax lectures to life. Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.
Non-Member Price $615.00
Member Price $505.00